Welcome to Hubbard Investments

Unpredictable capital markets, unsettling geopolitical events and constantly changing economic conditions have made the need for sound, conflict free, financial advice one of the highest priorities for affluent families today. Being able to rely on trusted advisors with the skill, dedication and commitment to their financial goals has become extremely important to professionals today. At Hubbard Investments, we provide financial, tax and wealth-planning services.

Hubbard Investments has built a platform focused exclusively on helping its clients achieve their financial goals. Whether it’s structuring a reliable income stream, reducing the overall risk in a diversified investment portfolio, or providing advice on tax-advantaged charitable giving, the firm strives for client-centered effective strategies. Building and maintaining strong client relationships is a hallmark of our practice.

We work  with our clients to help define their specific life and wealth goals. It’s through our consultative process that critical questions are asked and issues are raised. From wealth accumulation to preservation and ultimate distribution, the firm has a distinct client advocacy style and orientation. Our clients rely on our integrity as we assist them in preserving and managing wealth for generations.

Please feel free to contact us to arrange an initial consultation to discuss how we can help you achieve your goals.
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

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